/company-brief

name: company-brief
description: >-
  Generate a comprehensive company snapshot using EODHD data — profile,
  fundamentals, recent news, sentiment, insider transactions, and key metrics.
  Use when the user asks about a specific company, wants a stock overview,
  or needs a quick investment brief.
version: 0.4.0

Skill: company-brief

Purpose

Build a comprehensive company brief combining multiple EODHD data sources into a single actionable snapshot. Covers company profile, financial fundamentals, recent news with sentiment, insider activity, and key valuation/growth metrics.

Trigger

Activate when the user asks for:

• Company overview, profile, or "tell me about [ticker]"
• Stock summary or investment brief
• Company fundamentals with context
• "What does [company] do?" with financial data
• Quick due diligence on a ticker

Workflow

1. **Identify the ticker** — resolve to `TICKER.EXCHANGE` format (e.g., `AAPL.US`) 2. **Fetch fundamentals** — `fundamentals` endpoint for profile, valuation, financials 3. **Fetch recent prices** — `eod` endpoint for last 30-90 days of price history 4. **Fetch news** — `news` endpoint (limit 10) for recent headlines and sentiment 5. **Fetch sentiment** — `sentiment` endpoint for daily sentiment scores 6. **Fetch insider activity** — `insider-transactions` endpoint for recent insider trades 7. **Compile brief** using the structure below

Output Structure

[Company Name] (`TICKER.EXCHANGE`) — Company Brief

**Profile**

• Sector, Industry, Country, Exchange
• Market Cap, Enterprise Value
• Employees, IPO Date
• Business description (2-3 sentences)

**Valuation Snapshot** | Metric | Value | |--------|-------| | P/E (TTM) | — | | Forward P/E | — | | P/S | — | | P/B | — | | EV/EBITDA | — | | Dividend Yield | — |

**Financial Highlights (TTM)**

• Revenue, Net Income, EPS
• Revenue Growth YoY
• Gross Margin, Operating Margin, Net Margin
• ROE, ROA, ROIC

**Price Action (last 30 days)**

• Current price, 30d change %
• 52-week high/low, distance from highs

**Recent News & Sentiment**

• Top 5 headlines with dates and sentiment scores
• Average sentiment trend

**Insider Activity**

• Recent insider buys/sells (last 90 days)
• Net insider sentiment (buying vs selling)

**Key Takeaways**

• 3-5 bullet points summarizing the investment picture

> This is not financial advice. Data is for informational purposes only.

Endpoints Used

| Endpoint | Purpose | Cost | |----------|---------|------| | `fundamentals` | Profile, valuation, financials | 10 calls | | `eod` | Price history | 1 call | | `news` | Recent headlines + sentiment | 5 + 5/ticker | | `sentiment` | Daily sentiment scores | 5 + 5/ticker | | `insider-transactions` | Insider trading activity | 1 call |

References

• `../eodhd-api/references/endpoints/fundamentals-data.md`
• `../eodhd-api/references/endpoints/historical-stock-prices.md`
• `../eodhd-api/references/endpoints/company-news.md`
• `../eodhd-api/references/endpoints/sentiment-data.md`
• `../eodhd-api/references/endpoints/insider-transactions.md`
• `../eodhd-api/references/general/fundamentals-api.md`